Create Reports from Tableau CRM Analytics Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Tableau CRM Analytics data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Tableau CRM Analytics and generating reports from Tableau CRM Analytics data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Tableau CRM Analytics, making it straightforward to construct reports directly from live Tableau CRM Analytics data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Tableau CRM Analytics. This leverages server-side processing to swiftly provide the requested Tableau CRM Analytics data.

Configure Tableau CRM Analytics Connectivity for Looker Studio

Connectivity to Tableau CRM Analytics from Looker Studio is made possible through CData Connect AI. To work with Tableau CRM Analytics data from Looker Studio, we start by creating and configuring a Tableau CRM Analytics connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Tableau CRM Analytics" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Tableau CRM Analytics.

   Tableau CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Tableau CRM Analytics Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Tableau CRM Analytics data from Looker Studio.

Visualize Live Tableau CRM Analytics Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Tableau CRM Analytics data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
👁 Create a new connection in Looker Studio

2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
   
3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
   
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
👁 Importing from Connections

5. Now select a Connection (e.g. TableauCRM1) and click Next 👁 Selecting a Connection
   
6. Select a Table (e.g. Dataset_Opportunity) or use a Custom Query and click Connect to continue 👁 Selecting a Table
   
7. If needed, modify columns, click Create Report, and add the data source to the report.
👁 Configuring column definitions

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.
👁 Visualizing Tableau CRM Analytics data in Looker Studio

Live Access to Tableau CRM Analytics Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Tableau CRM Analytics data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Tableau CRM Analytics data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.